《大行報告》高盛:英偉達(NVDA.US)對Blackwell平台進行具競爭力定價 顯示更注重長期收益
高盛發表研報指,英偉達(NVDA.US)日前舉行了分析師交流活動,由創辦人兼首席執行官黃仁勳及首席財務官Colette Kress主持,黃仁勳在演講中分享的細節與此前發布會內容相若,主要提到在旗下最新AI算力Blackwell GPU平台的佈局。
該行相信,隨著Blackwell平台增長加快,英偉達可把握市場長期發展機遇,而其競爭對手要面對的行業競爭將愈來愈大。黃仁勳表明要為Blackwell平台制定具有競爭力的價格,高盛認為,此印證英偉達關注長期收益前景而非短期利潤率表現。
高盛維持對英偉達的「買入」評級,繼續列入確信買入名單,目標價為1,000美元,對應2026財年non-GAAP每股盈利預測的約28倍。
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